Track the file, not the roof.
For companies that run claims for contractors: the board tracks the file, not the roof. Same four hand-offs, your client is the contractor company.
The board uses your word.
Your board uses your word: job, claim, or deal. Underneath, Bench keeps one record and four hand-offs, so a retail reroof and a claim run on one board.
Same board. More steps.
An insurance job is the same file on the same board as a retail job. It just has more steps where the carrier gets involved. No second CRM for claims.
A person runs the inspection.
A person runs the inspection, presents, and closes. Agents run the uploads, the carrier call, and the status nobody remembers to update.
They don't work as one.
Contractor tools already integrate. The problem is they do not run as one system. Bench keeps AccuLynx and the rest, and puts the file in one place.
